As the value factor is mired in one of its worst drawdowns in history, we analyze its underperformance and explain why we think it is cyclical, not structural.
Learn how applying Strategic beta can help investors access the benefits of active investments through a passive strategy. This case study also reveals how hese strategies look to address deficiencies in traditional market-cap weighted and single-factor i
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
Caught our eye: UK pension buy and maintain strategies could bring demand pressure to sterling corporate bonds
In an already tightly held market for sterling corporate bonds, even modest moves by UK pension funds to adopt buy and maintain strategies could create stiff competition for these assets.
A summary of the factors driving global markets over the last month.
In the wake of the Global Financial Crisis, all eyes are on dynamic, responsive funding strategies that can deliver long-term goals in a risk-aware way.
Coronavirus (COVID-19) research compilation from Michael Cembalest, Chairman of Market and Investment Strategy.
DC plans should consider adding multi-asset credit strategies to their default strategies
Inside Insurance provides a regular round up of the key trends in the insurance market, as observed by the Global Insurance Solutions Strategy & Analytics team.
An alternative risk premia strategy is itself more diversified than a diversified growth fund or an all-equity portfolio.